Institutional Ownership Shopify Inc. (SHOP)
This table provides information about the institutional ownership of Shopify Inc. (SHOP). We have compiled data on the 1,494 institutions that hold shares in the stock, with a total of 779 Million shares, which have been reported (via 13F filing form) to have a value of $90.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
27,149
shares
|
$3.24 Million
0.43% of portfolio
|
Q3 2024
Reduced 7.74%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
26,764
shares
|
$3.19 Million
0.6% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
26,397
shares
|
$3.15 Million
0.06% of portfolio
|
Q4 2024
Added 12.0%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
25,958
shares
|
$3.09 Million
0.05% of portfolio
|
Q3 2024
Added 12.24%
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Nov 12, 2024 Q3 2024 |
25,933
shares
|
$3.09 Million
0.97% of portfolio
|
Q3 2024
Added 5.59%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
25,881
shares
|
$3.08 Million
0.12% of portfolio
|
Q3 2024
Added 15.08%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
25,837
shares
|
$3.08 Million
0.54% of portfolio
|
Q3 2024
Added 23.46%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
25,812
shares
|
$3.08 Million
0.18% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
25,764
shares
|
$3.07 Million
0.01% of portfolio
|
Q2 2023
Reduced 39.31%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Jan 23, 2025 Q4 2024 |
25,500
shares
|
$3.04 Million
0.26% of portfolio
|
Q4 2024
Reduced 23.42%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 28, 2025 Q4 2024 |
25,492
shares
|
$3.04 Million
1.7% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Jeppson Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
25,227
shares
|
$3.01 Million
0.97% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
25,057
shares
|
$2.99 Million
0.07% of portfolio
|
Q3 2024
Reduced 10.45%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jan 15, 2025 Q4 2024 |
24,907
shares
|
$2.97 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
24,813
shares
|
$2.96 Million
0.04% of portfolio
|
Q3 2024
Added 121.29%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
24,487
shares
|
$2.92 Million
0.09% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Sws Partners
|
Oct 15, 2024 Q3 2024 |
24,472
shares
|
$2.92 Million
0.63% of portfolio
|
Q3 2024
Reduced 10.03%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
24,417
shares
|
$2.91 Million
0.21% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
24,217
shares
|
$2.89 Million
0.29% of portfolio
|
Q4 2024
Added 21.04%
|
|
|
Legal Advantage Investments, Inc.
|
Jan 16, 2025 Q4 2024 |
24,210
shares
|
$2.89 Million
1.44% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
24,176
shares
|
$2.88 Million
0.09% of portfolio
|
Q3 2024
Added 19.57%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
24,139
shares
|
$2.88 Million
0.05% of portfolio
|
Q4 2024
Reduced 90.32%
|
|
|
Entropy Technologies, LP
New York, NY |
Jan 28, 2025 Q4 2024 |
23,978
shares
|
$2.86 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
23,816
shares
|
$2.84 Million
0.04% of portfolio
|
Q4 2024
Reduced 10.57%
|
|
|
Riverpark Capital Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
23,478
shares
|
$2.8 Million
3.43% of portfolio
|
Q3 2024
Reduced 36.38%
|